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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$90.1M
2
CIA
Capital Investment Advisors
Georgia
+$68M
3
CA
Clearstead Advisors
Ohio
+$32.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$26.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.9M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
-$130M
2
Ameriprise
Ameriprise
Minnesota
-$53.7M
3
Bank of America
Bank of America
North Carolina
-$49.6M
4
BFS
Bard Financial Services
Connecticut
-$34.9M
5
Morgan Stanley
Morgan Stanley
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
526
Venturi Wealth Management
Texas
$659K +$659K +5,727 New
CRI
527
Colonial River Investments
Virginia
$657K -$35K -304 -5%
PCMC
528
Private Capital Management (Colorado)
Colorado
$652K -$13.2K -115 -2%
EAMA
529
EFG Asset Management (Americas)
Florida
$650K +$650K +5,654 New
CFB
530
Cullen/Frost Bankers
Texas
$646K +$381K +3,310 +144%
MWM
531
Modera Wealth Management
New Jersey
$639K -$36.6K -318 -5%
CCWM
532
Cassaday & Co Wealth Management
Virginia
$639K -$7.71K -67 -1%
BI
533
Berkeley Inc
Idaho
$636K -$16.8K -146 -3%
GLA
534
Good Life Advisors
Pennsylvania
$636K -$7.13K -62 -1%
PFM
535
Phillips Financial Management
Indiana
$633K -$5.75K -50 -0.9%
MWM
536
Meridian Wealth Management
Kentucky
$633K -$12.7K -110 -2%
DI
537
Disciplined Investments
Oklahoma
$633K -$51.4K -447 -8%
BFA
538
Beaumont Financial Advisors
Massachusetts
$630K -$11.6K -101 -2%
RWM
539
Ritholtz Wealth Management
New York
$630K +$56K +487 +10%
AA
540
Ashford Advisors
New York
$629K – – –
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$628K -$29.6K -257 -4%
MAM
542
MWA Asset Management
Massachusetts
$625K +$625K +5,431 New
DFA
543
DHJJ Financial Advisors
Illinois
$622K +$690 +6 +0.1%
WSTAM
544
Wilbanks Smith & Thomas Asset Management
Virginia
$619K +$57.8K +503 +10%
IA
545
Insight Advisors
Pennsylvania
$616K -$641K -5,571 -51%
ICP
546
Interchange Capital Partners
Pennsylvania
$613K -$20K -174 -3%
GC
547
Grimes & Company
Massachusetts
$612K +$10.9K +95 +2%
KWM
548
Kaydan Wealth Management
Michigan
$609K +$4.03K +35 +0.7%
CCG
549
Cypress Capital Group
Florida
$607K -$69K -600 -10%
RWS
550
Resolute Wealth Strategies
Mississippi
$601K -$7.82K -68 -1%
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